Detail-oriented Personal Lines Manager excelling in customer service and team leadership. Known for effective time management and strong relationship-building skills, contributing to consistent policy compliance and high customer retention.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Senior Personal Lines Account Manager
Acrisure
Costa Mesa, CA
04.2023 - Current
Managed personal lines insurance accounts for diverse client needs.
Provided excellent customer service and support to policyholders.
Reviewed and processed policy applications for accuracy and compliance.
Processed changes to existing policies, such as cancellations, endorsements, reinstatements and renewals.
Maintained up-to-date knowledge of industry trends and regulations.
Developed strong relationships with clients through regular communication.
Personal Lines Manager
CIF Insurance
Huntington Beach, California
01.2019 - 01.2023
Managed personal lines insurance operations for diverse client portfolios.
Trained and mentored team members on compliance and best practices.
Oversaw policy renewals and ensured timely client communications.
Resolved customer inquiries to maintain high satisfaction levels.
Personal Lines Manager
Morning Star Insurance Agency
Irvine, CA
03.2018 - 10.2018
Managed personal lines insurance operations for diverse client portfolios.
Trained and mentored team members on compliance and best practices.
Oversaw policy renewals and ensured timely client communications.
Implemented process improvements to enhance workflow efficiency.
Resolved customer inquiries to maintain high satisfaction levels.
Office Manager/Personal Lines Account Manager
Gambino and Wasson Insurance Brokers
Tustin, California
03.2015 - 10.2018
Managed daily office operations for an insurance brokerage firm.
Implemented office procedures to enhance workflow and efficiency.
Maintained records and files for insurance policies and client information.
Trained new staff on office protocols and software systems.
Licensed Agents Staff
State Farm Insurance Greg Davis Agency
Orange, CA
02.2006 - 08.2014
Provided personalized insurance solutions to meet client needs.
Assisted clients with policy inquiries and claims processing.
Maintained accurate client records using agency management software.
Educated clients on insurance products and benefits available.
Personal Lines Account Manager
Douglas Insurance
Santa Ana, California
03.2003 - 01.2006
Managed personal lines insurance policies for diverse client needs.
Developed strong relationships with clients to ensure satisfaction and retention.
Provided expert guidance on coverage options and policy details.
Educated clients on risk management strategies to minimize potential losses.
Assisted in training new staff on systems and customer service protocols.
Provided customer service to clients, including answering questions and resolving issues.
Education
High School Diploma -
Edison High School
Huntington Beach, CA
Skills
Risk assessment
Insurance underwriting
Customer relationship management
Account management
Policy analysis
Problem solving
Effective communication
Time management
Insurance products
Certification
Property and Casualty Producer License CA #0D45747